Ep Wealth Advisors, LLC New Holdings in Q4 2024

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFX
Equifax Inc

Industrials
916
New
$245.03 - $293.5 $224K - $269K
916 $233K
CSGS
Csg Systems International Inc

Technology
4.53K
New
$46.59 - $56.23 $211K - $255K
4.53K $231K
VBTX
Veritex Holdings, Inc.

Financial Services
8.49K
New
$24.85 - $31.26 $211K - $266K
8.49K $230K
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.47K
New
$65.08 - $73.72 $226K - $256K
3.47K $229K
HUBG
Hub Group, Inc.

Industrials
5.01K
New
$42.15 - $53.2 $211K - $266K
5.01K $223K
K
Kellogg CO

Consumer Defensive
2.75K
New
$80.34 - $81.29 $221K - $224K
2.75K $222K
RJF
Raymond James Financial Inc

Financial Services
1.43K
New
$123.0 - $170.1 $176K - $243K
1.43K $221K
PEGA
Pegasystems Inc

Technology
2.37K
New
$69.42 - $97.28 $164K - $230K
2.37K $220K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
10.5K
New
$19.73 - $23.93 $208K - $252K
10.5K $219K
VNT
Vontier Corp

Technology
5.96K
New
$33.03 - $40.45 $197K - $241K
5.96K $217K
LEVI
Levi Strauss & CO

Consumer Cyclical
12.5K
New
$15.8 - $21.68 $198K - $271K
12.5K $216K
FHI
Federated Hermes, Inc.

Financial Services
5.19K
New
$36.01 - $43.31 $187K - $225K
5.19K $213K
ENR
Energizer Holdings, Inc.

Industrials
6.11K
New
$31.03 - $39.39 $190K - $241K
6.11K $213K
CACI
Caci International Inc

Technology
499
New
N/A
499 $213K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.42K
New
$43.37 - $51.46 $192K - $227K
4.42K $212K
SOUN
Soundhound Ai, Inc.

Technology
10.7K
New
$4.51 - $24.23 $48.3K - $259K
10.7K $212K
CRDO
Credo Technology Group Holding LTD

Technology
3.15K
New
$30.16 - $77.25 $94.9K - $243K
3.15K $212K
FMC
Fmc Corp

Basic Materials
4.33K
New
$47.86 - $66.62 $207K - $288K
4.33K $210K
HWC
Hancock Whitney Corp

Financial Services
3.84K
New
$49.12 - $61.04 $189K - $235K
3.84K $210K
ASH
Ashland Global Holdings Inc

Basic Materials
2.93K
New
$70.93 - $87.79 $208K - $257K
2.93K $209K
AVUS
American Centy ETF Tr Avantis

ETFs
2.15K
New
$94.36 - $102.06 $202K - $219K
2.15K $207K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
10.3K
New
N/A
10.3K $207K
HTLF
Heartland Financial Usa Inc

Financial Services
3.36K
New
$54.47 - $69.06 $183K - $232K
3.36K $206K
ALRM
Alarm.Com Holdings, Inc.

Technology
3.36K
New
$52.26 - $68.81 $176K - $231K
3.36K $204K
CUBI
Customers Bancorp, Inc.

Financial Services
4.21K
New
$44.23 - $57.66 $186K - $243K
4.21K $204K
GNTX
Gentex Corp

Consumer Cyclical
7.08K
New
$28.6 - $31.34 $202K - $222K
7.08K $203K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
6.49K
New
$30.82 - $34.31 $200K - $223K
6.49K $203K
HBAN
Huntington Bancshares Inc

Financial Services
12.5K
New
$14.18 - $18.2 $177K - $228K
12.5K $203K
NWE
Northwestern Corp

Utilities
3.8K
New
$50.44 - $57.24 $192K - $218K
3.8K $203K
EME
Emcor Group, Inc.

Industrials
444
New
$427.96 - $526.95 $190K - $234K
444 $201K
EPR
Epr Properties

Real Estate
4.55K
New
$43.17 - $49.39 $196K - $224K
4.55K $201K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.58K
New
$75.99 - $88.85 $196K - $229K
2.58K $201K
MBWM
Mercantile Bank Corp

Financial Services
4.5K
New
$41.26 - $51.16 $186K - $230K
4.5K $200K
KEY
Keycorp

Financial Services
11.2K
New
$16.21 - $19.97 $181K - $223K
11.2K $191K
PDN
Invesco Fd Tr

ETFs
6.02K
New
$31.62 - $34.97 $190K - $211K
6.02K $190K
JAMF
Jamf Holding Corp.

Technology
13.3K
New
$14.05 - $17.71 $187K - $236K
13.3K $187K
ALIT
Alight, Inc.

Technology
26.5K
New
$6.73 - $8.46 $178K - $224K
26.5K $183K
IYT
Ishares Tr U.S. Transportation

ETFs
2.67K
New
$66.79 - $75.4 $178K - $201K
2.67K $180K
IYJ
Ishares Tr

ETFs
1.35K
New
$132.97 - $143.93 $179K - $194K
1.35K $179K
OFC
Corporate Office Properties Trust

Real Estate
7.42K
New
N/A
7.42K $178K
UDMY
Udemy, Inc.

Consumer Defensive
20.8K
New
$7.17 - $8.89 $149K - $185K
20.8K $171K
BIT
Black Rock Multi Sector Income Trust

Financial Services
11.6K
New
$14.25 - $15.15 $166K - $176K
11.6K $169K
KRO
Kronos Worldwide Inc

Basic Materials
17.1K
New
$9.64 - $12.96 $165K - $222K
17.1K $166K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
14.7K
New
$11.1 - $12.03 $163K - $176K
14.7K $165K
ING
Ing Groep Nv

Financial Services
10.5K
New
$15.1 - $17.73 $158K - $185K
10.5K $163K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
6.93K
New
$23.55 - $24.04 $163K - $167K
6.93K $163K
HBNC
Horizon Bancorp Inc

Financial Services
10K
New
$14.57 - $18.76 $146K - $189K
10K $161K
AM
Antero Midstream Corp

Energy
10.6K
New
$14.22 - $15.97 $150K - $169K
10.6K $159K
RDVY
First Trust Rising Dividend Ac

ETFs
2.63K
New
$58.65 - $64.37 $154K - $170K
2.63K $155K
Activity Summary
Buys All Purchases 688 New Holdings 165 Increased Positions 523 Sells All Sells 476 Reductions 476 Sold out 0 Options Calls 0 Puts 0
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